Ideas & Feature Requests

  1. Multiple Contact Persons for Contracts

    Sometimes a contract will have multiple points of contact. For example, it may have a Technical POC, a Contract Notice POC and a Project Manager POC. I would like the ability to add multiple contact persons for a contract and identify their purpose.

    1 vote
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    planned  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Automatically update Linked Documents

    If a "Contract" and "Amendment" are linked in the "Contract" document, they don't show up as linked in the "Amendment" document. Can you automatically update linked documents so that we don't have to link a Contract to an Amendment, then go to the Amendment document and link the Amendment to the Contract.

    1 vote
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. User-defined fields

    Add a few user-defined fields so we can add Purchase Order number, board approval date, etc.

    2 votes
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Integration with Hubspot

    Integration with Hubspot to connect documents from won deals in Hubspot to Contractzen

    1 vote
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  5. Pick up a new contract from CRM

    We often wind up with a contract that has been negotiated in a series of emails, all of them categorized under a single ”deal” in crm. It would be cool t nbe able to either fully automate the ”won deal to contractzen” or have a ”pick up a new deal from crm.”

    We use Pipedrive and are moving to Hubspot - both have excellent api’s.

    1 vote
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    planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Slack integration for workflow

    I'd like to see Slack integration for workflow. We'd have a Slack board for new contracts and:
    1) When a new contract is entered into ContractZen, a new Slack message in the Slack board and a link to this contract and a small contract summary is put into Slack
    2) When a contract moves from draft to signed, this also results in a change in Slack

    11 votes
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